Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$86.55
Open:$86.12
Day's Low:$85.19
Day's High:$86.12
Bid / Ask:-
Market Cap:19.70B
Enterprise Value:36.48B
52-Week Range
52-Week Low:$71.41
52-Week High:$88.62
Current position in 52-week range
52w Low-52w High
50-Day Avg:$81.39
200-Day Avg:$82.11
Volume
Volume Today:2,306,788
Avg Volume (3m):2,101,803
Avg Volume (10d):1,996,130
52-Week Change:+12.34%
vs S&P 500, 52 weeks:-
Beta:0.47
Valuation Multiples
P/E (trailing):21.74
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 6, 2026. The P/E is the price divided by that EPS.
P/E (forward):18.73
PEG Ratio:2.23
Price / Book:1.93
Price / Sales (TTM):3.23
EV / Revenue:5.99
EV / EBITDA:12.85
Dividends
Current yield:3.21%
Annual Dividend Rate:$2.78
Dividend Trailing:$2.75
Yield Trailing:3.18%
5-Year Avg Yield:3.81%
Payout Ratio:70.04%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):6.09B
Gross Profit:3.21B
EBITDA:2.84B
Net Income (TTM):925.80M
Rev Growth (YoY):+4.40%
Earnings Growth (YoY):+23.00%
Quarterly earnings growth (YoY):+25.50%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$3.93
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 6, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.56
Revenue Per Share:$26.42
Cash Per Share:-
Book Value:$44.34
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:21.80M
Total Debt:16.50B
Net Debt (Debt - Cash):16.48B
Debt / Equity:160.55%
Current Ratio:0.36
Quick Ratio:0.07
Cash Flows
Operating Cash Flow:1.98B
Free Cash Flow (FCF):−1.44B
FCF Yield (FCF / Market Cap):-
Enterprise Value:36.48B
EV / Revenue:5.99
EV / EBITDA:12.85
Profitability
ROE (Return on Equity):9.25%
ROA (Return on Assets):2.91%
P/E (trailing):21.74
P/E (forward):18.73
Price / Book:1.93
PEG Ratio:2.23
52-Week Change:+12.34%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$3.93
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 6, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.56
P/E (forward):18.73
PEG Ratio:2.23
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$26.42
Cash Per Share:-
Book Value:$44.34
Cash Flows (TTM)
Free Cash Flow:−1.44B
Operating Cash Flow:1.98B
EBITDA:2.84B
Total Revenue (TTM):6.09B
Net Income (TTM):925.80M
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:230,567,172
Float (free shares):229,213,743
Short interest (shares):18,476,432
Short % of float:-
Short Ratio (days to cover):8.23
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Evergy, Inc. (EVRG) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in the United States. The company generates electricity through coal, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, and other renewable sources. It serves residences, commercial firms, industrials, municipalities, and other electric utilities. The company was incorporated in 2017 and is headquartered in Kansas City, Missouri.
Executive Vice President of Utility Operations & Chief Customer Officer
52
1.05M
Mr. Cleveland O. Reasoner III
Senior VP & Chief Nuclear Officer
59
1.04M
Mr. Matthew B. Gummig
VP & Chief Accounting Officer
39
-
Mr. Charles L. King
Senior VP & Chief Technology Officer
60
-
Mr. Peter Francis Flynn
Director of Investor Relations
-
-
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Evergy, Inc. (EVRG): Quantitative Analysis
Evergy, Inc. (EVRG) — Utilities — Utilities - Regulated Electric. EVRG is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, EVRG has returned +20.8% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
EVRG ranks 319 of 461 on today's multifactor score, and 12 of the 31 Utilities companies that score. Its strongest factor is value (Z 0.12, ranked 160 of 489); its weakest is growth (Z -0.44, ranked 396 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
According to Nasdaq's public calendar (checked on Nov 4, 2026), Evergy will report its next earnings on Nov 5, 2026, before the US market opens. The date is announced by the company itself and can change. Of its last 12 earnings announcements: 12 before the open (SEC filings through Aug 6, 2026). EVRG earnings dates and times, quarter by quarter →
What is Evergy's P/E ratio?
Evergy's P/E (price over earnings per share for the last twelve months) is 21.7 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jun 30, 2026. The median of the 31 Utilities companies with a P/E is 21.1, and the S&P 500's, 23.5: Evergy is above its sector median. Utilities stocks, company by company →
Where does Evergy rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Evergy ranks 319 of 461, and 12 of the 31 Utilities companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Evergy insiders bought or sold shares?
The latest open-market purchase of Evergy shares filed with the SEC (Form 4) was on Sep 11, 2026, by a director, for $134k. The latest sale was on Jun 15, 2026, by an officer, for $900k. In total, from August 2025 through Nov 3, 2026: 1 purchase and 9 sales by directors, officers and large shareholders. All EVRG insider trades →
Does Evergy pay a dividend?
Yes. Its dividend yield is 3.21% at the Nov 3, 2026 close (annual dividend of $2.78 per share). The latest recorded ex-dividend date is Aug 18, 2026.
What sector is Evergy in, and which index?
Evergy is classified in the Utilities sector (industry: Utilities - Regulated Electric), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 31 S&P 500 companies in that sector. Utilities stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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